← Directory
OPPORTUNUS WEALTH MANAGEMENT, LLC
CRD 300141File 801-122422
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$102.9M
Bottom 25% of cohort (national)
Discretionary AUM
$102.9M
Clients
190
334 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 30, 2021
- Principal office
- Not reported
- Phone
- 253-254-5078
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $102.9M
- Discretionary AUM
- $102.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 334
- Non-discretionary accounts
- 0
- Total accounts
- 334
- AUM per client
- $542K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $77.0M |
| Pension and profit sharing plans | 67 | Not reported |
| Individuals (other than high net worth individuals) | 87 | $25.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.